Summit Financial »

Davis Fundamental Etf Tr select us eqty shares owned by Summit Financial

Quarter-by-quarter ownership of Davis Fundamental Etf Tr select us eqty (DUSA) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Davis Fundamental Etf Tr select us eqty

Tip: Access up to 7 years of quarterly data

All positions including Davis Fundamental Etf Tr select us eqty held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Davis Fundamental Etf Tr select us eqty by Summit Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $384k 6.8k 56.18

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Summit Financial

Top funds holding Davis Fundamental Etf Tr select us eqty

Morgan Stanley
Davis Selected Advisers
Bank of America Corporation
Raymond James Financial
Kestra Advisory Services
Wells Fargo & Company
LPL Financial
UBS Group
Next Level Private
ODonnell Financial Services
Melone Private Wealth
Advisor Group Holdings
Kestra Private Wealth Services
Commonwealth Equity Services
Lunt Capital Management

View all funds holding Davis Fundamental Etf Tr select us eqty